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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $13,515 |
Filed as: CHADLER INVESTMENT ADVISORY SLTIONS Service code 15 · EIN 46-1028567 100 PASSAIC AVE · FAIRFILED, NJ 07004 | Recordkeeping | $6,119 |
PREFERRED PENSION PLANNING5+ years Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 088072956 | Recordkeeping | $2,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,407 | $25,302+0.4% | $74,722-66.0% | $67,579-62.4% |
| Participation rate | 10.7% | 37.8%-27.1pp | 54.5%-43.7pp | 71.3%-60.6pp |
| Annual return | 21.27% | 10291.17%-10269.9pp | 753.11%-731.8pp | 378.56%-357.3pp |
| Employer contribution / active EE | $20 | $446-95.5% | $1,084-98.1% | $2,148-99.1% |
| Participant deferral / active EE | $375 | $954-60.7% | $1,963-80.9% | $3,539-89.4% |
| Admin fee / account holder | $0 | $108-100.0% | $3,335-100.0% | $142-100.0% |